Amazon CEO Andy Jassy met Indian Prime Minister Narendra Modi in New Delhi and announced a $13 billion investment to expand Amazon Web Services data center capacity in Mumbai and Hyderabad. The commitment is Amazon's third major India pledge in as many years, following a $15 billion commitment announced in 2023 (including $12.7 billion for AWS) and an over $35 billion commitment in December 2025. Amazon's total India investment commitments now stand at $48 billion, though the company did not detail how that sum would be deployed across its businesses.
The announcement comes amid a wave of AI infrastructure investments in India by global technology firms. Microsoft said in December it would invest $17.5 billion in the country by 2029, and Google said in October it would spend $15 billion on an AI hub and data center infrastructure there. India has also drawn data center commitments from AirTrunk, CPP Investments, Reliance Industries, and the Adani Group. New Delhi has used policy incentives, including tax exemptions for foreign cloud providers on overseas services run from Indian data centers, to attract such investment.
Alongside its cloud push, Amazon is expanding its domestic retail and logistics network, with plans to open more than 20 fulfillment centers and over 100 last-mile delivery stations this year. The company also detailed plans this week to expand its quick-commerce service, Amazon Now, to more than 300 cities and towns, competing with Eternal-owned Blinkit, Swiggy's Instamart, Zepto, and Walmart-owned Flipkart. Earlier this week, Flipkart said it plans to open 1,500 micro-fulfillment centers by the end of 2026.